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UBS Group
UBS

Overview Fund Activity

456 hedge funds and large institutions have $25.7B invested in UBS Group in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 163 increasing their positions, 158 reducing their positions, and 68 closing their positions.

Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.19%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
95
Increased
163
Reduced
158
Closed
68
Calls
$839M
Puts
$818M
Net Calls
+$21.1M
Net Calls Change
+$121M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$3.42B
2
Capital World Investors
2
Capital World Investors
California
$367M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$411M
4
Bank of America
4
Bank of America
North Carolina
$346M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.25B

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.31B
2
PL
2
Perpetual Ltd
Australia
$13.4M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$40.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.3M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
101
Baker Avenue Asset Management
California
$9.58M +$164K +8,076 +2%
HJIM
102
Henry James International Management
New York
$9.24M -$532K -26,241 -5%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$8.7M -$14M -692,225 -62%
Tudor Investment Corp
104
Tudor Investment Corp
Connecticut
$8.69M +$8.43M +415,877 +3,189%
AIM
105
Artemis Investment Management
United Kingdom
$8.17M -$182K -8,989 -2%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$7.75M +$51.9K +2,566 +0.7%
Voloridge Investment Management
107
Voloridge Investment Management
Florida
$7.74M +$7.74M +382,044 New
PC
108
PointState Capital
New York
$7.57M +$7.57M +373,575 New
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$7.43M +$1.2M +59,042 +19%
MAM
110
Monaco Asset Management
Monaco
$7.33M +$7.33M +362,450 New
CIM
111
Contravisory Investment Management
Massachusetts
$7.23M +$256K +12,632 +4%
Nuveen Asset Management
112
Nuveen Asset Management
Illinois
$7.13M +$74.3K +3,666 +1%
RC
113
RBF Capital
California
$6.89M +$304K +15,000 +5%
MSRPS
114
Maryland State Retirement & Pension System
Maryland
$6.85M +$4.69M +231,949 +216%
SEI Investments
115
SEI Investments
Pennsylvania
$6.49M +$671K +33,086 +12%
AIM
116
Achmea Investment Management
Netherlands
$6.49M +$595K +29,405 +10%
Credit Agricole
117
Credit Agricole
France
$6.49M +$348K +17,188 +6%
VPI
118
Value Partners Investments
Manitoba, Canada
$6.15M +$2.03M +100,000 +49%
Assenagon Asset Management
119
Assenagon Asset Management
Luxembourg
$5.96M -$3.48M -171,969 -37%
Legal & General Group
120
Legal & General Group
United Kingdom
$5.81M +$5.81M +287,367 New
Millennium Management
121
Millennium Management
New York
$5.6M +$1.24M +60,933 +28%
APM
122
Advanced Portfolio Management
New York
$5.57M +$5.57M +275,000 New
PP
123
Prudential plc
United Kingdom
$5.35M +$5.35M +265,013 New
M
124
Murchinson
Ontario, Canada
$5.15M +$5.15M +253,875 New
CGH
125
Crossmark Global Holdings
Texas
$4.81M -$85.6K -3,844 -2%
3 4
5
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